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Eldred Rock Partners, LLC → NVSEF

Eldred Rock Partners, LLC NVSEF Position History

Novartis AG

Quarters held
6
Latest value
$11.6M
Q3 2026
Peak value
$12.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.8M
Q3 2025$11.6M
Q4 2025$11.2M
Q1 2026$12.3M
Q2 2026$12.6M
Q3 2026$11.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.6M81.3K——
Q2 2026$12.6M80.6K——
Q1 2026$12.3M80.8K——
Q4 2025$11.2M81.5K——
Q3 2025$11.6M90.8K——
Q3 2025$9.8M80.9K——

Other funds holding NVSEF

Other Eldred Rock Partners, LLC positions

LRCX

LAM RESEARCH CORP

$30.9M
ASMLF

ASML HLDG NV

$27.5M
GOOGN

ALPHABET INC

$26.5M
TSMWF

TAIWAN SEMICONDUCTOR MANUFAC

$26.2M
GOOGN

ALPHABET INC

$25.8M
TSMWF

TAIWAN SEMICONDUCTOR MFG LTD

$25.5M
ASMLF

ASML HLDG NV

$25.3M
TSMWF

TAIWAN SEMICONDUCTOR MANUFAC

$25.2M